Creative Planning
MASI

Creative Planning’s Masimo MASI Stock Holding History

Creative Planning’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,000
Closed -$90K – 2372
2021
Q1 		$90K Buy
+5,000
New +$1.26M ﹤0.01% 2264
2020
Q4 		– Sell
-9,000
Closed -$53K – 2417
2020
Q3 		$53K Buy
+9,000
New +$2.02M ﹤0.01% 1896

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's MASI Position: Q1 2026 in Review

Creative Planning increased its Masimo (MASI) stake by 34% in Q1 2026, buying an estimated $912K and bringing the position to 22,920 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Creative Planning first reported a position in MASI in Q2 2013 and has held it in 40 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Creative Planning held 22,920 shares of Masimo worth $4.08M as of Q1 2026.
  • Creative Planning bought 5,811 Masimo shares in Q1 2026, an estimated $912K.
  • Masimo made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1345 holding.
  • Creative Planning first reported a position in Masimo in Q2 2013 and has held it in 40 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.